See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Service code 13 · EIN 38-2383171 | Contract Administrator | $529,592 |
GOLDMAN SACHS9 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $272,078 |
ULLICO3 years Filed as: ULLICO INC Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $174,081 |
NATIONAL INVESTMENT SERVICES9 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $160,583 |
NEPC, LLC10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $153,375 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $126,470 |
Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 28 · EIN 52-6257033 | Investment Management | $119,832 |
LOCAL 51310+ years Service code 50 · EIN 43-0338091 | Direct Payment | $117,928 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO Service code 28 39533 WOODWARD AVE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $95,276 |
BRYAN CAVE LLP6 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLC Service code 29 211 N BROADWAY STE 3600 · ST. LOUIS, MO 63102 | Legal | $84,961 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 7.41% | 9.22%-1.8pp | 9.49%-2.1pp | 9.22%-1.8pp |
| Employer contribution / active EE | $24,087 | $13,567+77.5% | $29,215-17.6% | $13,567+77.5% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |